Other · DOL Form 5500 · 2024
University of Saint Joseph Retirement Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 813
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $167,819
- Avg per participant Above avg balance/head
Official DOL plan name: University of Saint Joseph 403(b) Retirement Plan · Sponsored by University of Saint Joseph · Connecticut · Educational Services
$136M in assets, 813 participants
University of Saint Joseph's University of Saint Joseph 403(b) Retirement Plan reported $136M in total assets and 813 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,167 in Educational Services (3,638 peers)
Where University of Saint Joseph 403(b) Retirement Plan sits by assets
University of Saint Joseph 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $136M for 813 participants (~$167,819/participant), up 7.0% in 2024.
- #3,167
- in Educational Services (3,638 peers)
- +7.0%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
University of Saint Joseph 403(b) Retirement Plan's outsized position by total assets
University of Saint Joseph 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$136,437,126 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
University of Saint Joseph 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Saint Joseph 403(b) Retirement Plan sits mid-pack in the medium band (813 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Saint Joseph 403(b) Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- University of Saint Joseph 403(b) Retirement Plan reported participants fell from 896 in the plan year 2023 filing to 813 in the plan year 2024 filing.
- University of Saint Joseph 403(b) Retirement Plan end-of-year assets rose from $128M in the plan year 2023 filing to $136M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 060646829 · University of Saint Joseph PY 2024 · Other
University of Saint Joseph 403(b) Retirement Plan · $136M · 813 · 92nd
- IND $136M
- EOY 813
- 5500 92nd
- ASSETS Other
- PCT near St. Joseph's University 403(b) Plan
- EIN ind #3167
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Connecticut →
University of Saint Joseph 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | $9M |
| Employer EIN | 060646829 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Saint Joseph)
Sponsor-wide plan assets over time
All University of Saint Joseph plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 17.84943367377686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 886 | $116M |
| 2023 | 1 | 896 | $128M |
| 2024 | 1 | 813 | $136M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
University of Saint Joseph 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is St. Joseph's University 403(b) Plan in NY ($136M); by covered participants it is Southwest States Conference Defined Contribution Fund in LA (813 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- St. Joseph's University 403(b) Plan (NY) $136M · 511
- Lake County Plasterers & Cement Masons Retirement (IL) $137M · 1,082
- Meharry Medical College Defined Contribution Plan (TN) $136M · 1,883
- Select Security Retirement Option of Indiana Hospital (PA) $136M · 1,461
Similar participant headcount
Nearest other-state filings by covered participants (813 participants); asset peers above are excluded.
- Southwest States Conference Defined Contribution Fund (LA) 813 · 0 off
- Oriana House, Inc. 403(b) Retirement Plan (OH) 812 · 1 off
- Bay Path University 403(b) Retirement Plan (MA) 812 · 1 off
- Charles E. Smith Life Communities 403(b) Plan (MD) 814 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.